See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $12,216 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,628 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,742 | $36,694+2.9% | $40,145,923-99.9% | $55,167-31.6% |
| Participation rate | 74.5% | 57.2%+17.3pp | 68.4%+6.1pp | 69.0%+5.5pp |
| Annual return | 8.62% | 10.16%-1.5pp | 5.24%+3.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,536 | $1,135+35.4% | $1,844-16.7% | $1,963-21.7% |
| Participant deferral / active EE | $2,854 | $1,679+70.0% | $2,591+10.2% | $3,054-6.5% |
| Admin fee / account holder | $28 | $175-84.1% | $2,903-99.0% | $504-94.5% |